Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD FINANCIAL GROUP LLC | 05-05-2023 | 03-31-2023 | 917 | 300,092,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CALIX INC | COM | 1251 | $1,000 | 26 | 0.00 | 0.00 | 14 | 116.67 | 03-31-2023 |
| CVR ENERGY INC | COM | 1252 | $1,000 | 39 | 0.00 | 0.00 | 24 | 160.00 | 03-31-2023 |
| CNO FINL GROUP INC | COM | 1253 | $1,000 | 67 | 0.00 | 67 | +Inf | 03-31-2023 | |
| BRIGHTHOUSE FINL INC | COM | 1254 | $1,000 | 26 | 0.00 | 0.00 | -5 | -16.13 | 03-31-2023 |
